Atwal Wealth Management

Welcome to Atwal Wealth Management
Atwal Wealth Management was established in 2003 by Harpreet AtwalBSc (Hons). We provide a bespoke wealth management and financial planning service for individuals, families and business owners. We offer a Holistic Planning Service, which means we look at every aspect of an individual's financial and personal circumstances, to work in a systematic way to help you to realise your aspirations and financial goals. We work mainly through referrals which is testimony to the pride and attention we apply to each and every client. Atwal Wealth Management is a trading name of Jai Atwal Ltd.
Due to expansion of our services in February 2016 we now have offices in Solihull and also London.
We offer a comprehensive financial planning service for all your investment and protection needs:
•Pension Planning
When do you want to retire and how much income will you need?
•Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
•Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
•Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
•Mortgages
Do you want to reduce your current mortgage outlay or are you moving home?
•General Insurance
Have you adequately protected your property and its contents?